Bureau of the Fiscal Service

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OTCnet Printable Job Aid

Configure a Check Capture Terminal Online

To configure a check capture terminal online, complete the following steps:

1. From the Administration tab, select Manage Check Processing>Terminal 

Configuration>Modify. The Step 1 of 4: Gathering Terminal Information page may appear 

briefly. The Step 2 of 4: Update the Terminal Configuration page appears.

2. Enter the system configuration and click Next. The Step 3 of 4: Update the Configured OTC 

Endpoints page appears.

Under System Configuration, 

Set LVD Usage by, optional

• Checking or unchecking Personal Check and/or Non- Personal for 

Customer Present

• Checking or unchecking Personal Check and/or Non- Personal for 

Customer Not Present

If you are configuring a check capture terminal and have not started the OTCnet Local 

Bridge (OLB) application, you receive the following message: Terminal detection failed. 

Please ensure that the OLB application is running. 

Set Receipt Printing by, optional

• Checking Customer Present, optional

o Click the Manual or Automatic radio button

▪ Check with preview

• Checking Customer Not Present, optional

o Click the Manual or Automatic radio button

▪ Check with preview

Application Tip
Bureau of the Fiscal Service

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OTCnet Printable Job Aid

• Leaving both the Customer Present and Customer Not Present fields unchecked 

results in the disabling of this option. If receipts are desired, click the appropriate 

box(es). When the Customer Present and/or Customer Not Present fields are 

clicked, the default setting is Manual.

• Click Manual to require the operator to take additional steps to print the 

receipt. 

• Click Automatic to print a receipt each time a transaction is entered. 

• Click with preview to allow the operator to see the receipt on the screen prior 

to the generation of the printout. 

• When printing receipts, the system prints to the Windows default printer. All receipts 

print to the Windows default printer.

Under Application Configuration, 

• Enter the Terminal ID

• Select Single or Batch for Processing mode

• Select Settle Best Method or Truncate All Items for Cashflow

• Check Back Office Processing Only

• Select Optional or Mandatory for Batch Control

• Click Prompt on Batch Create and/or Prompt on Batch Close for Batch 

Control Prompts

Application Tips
Bureau of the Fiscal Service

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OTCnet Printable Job Aid

• The Terminal ID field is available for data entry during initial setup. After the 

Terminal ID is assigned, it is protected and cannot be changed.

• The Host Name field is automatically generated based on your computer’s registry 

and cannot be changed.

• The Single processing mode allows the user to scan only one check at a time. The 

Batch processing mode allows groups of checks to be scanned all at once, prior to 

the data entry for the items. The Batch processing mode is available for RDM 

EC7000i, EC9100i, EC9600i, EC9700i and Panini MyVision X, VisionX and I:Deal.

• The Settle Best Method is the default selection, and when selected exclusively on 

the configuration screen, all processing methods (Customer Present, Customer 

Not Present, and Back Office) are allowed for either personal or non-personal items 

on the Entry Screen. The Back Office processing method must be used by agencies 

that receive payments in person, then scan the checks at a later time in a controlled, 

back office environment. If Truncate All Items is selected, only non-personal items 

are allowed (for all processing methods) on the Entry Screen.

• If the Batch Control is set to Optional, OTCnet prompts the user to use the batch 

control. If the Batch Control is set to Mandatory, OTCnet prompts for batch control 

totals.

Under Devices Configuration, 

• Select the Scanner model, required

• Select USB Port or Serial Port, required

• Select the Serial Port type

• Check Franking Enabled, optional

Application Tips
Bureau of the Fiscal Service

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OTCnet Printable Job Aid

• USB Port: RDM EC7000i, EC9100i, EC9600i, EC9700i, Panini MyVision, Panini 

VisionX, and Panini I: Deal scanners require a USB port communication channel. 

RDM EC7000i scanners support USB and Serial communication channels.

• Serial Port and COM dropdown: The user selects the serial port (i.e., COM port) 

where they have connected a serial scanner.

• USB-to-Serial adapters: USB-to-serial adapters are not supported. RDM EC7000i 

scanners support USB and Serial communication channels.

• A “No Serial Ports are available for configuration” message displays if a Serial Port is 

not available for the terminal. A “No Serial Ports are available for configuration” 

message does not display if the terminal has a COM port enabled or if there is a 

COM port enabled, and there is no physical Serial Port.

• The Franking Enabled option allows the scanner to automatically stamp the front of 

checks. Franking is available for RDM EC7000i, EC9100i, EC9600i, EC9700i, and 

Panini I: Deal scanners.

3. Add or remove the OTCnet endpoint(s) that perform check scan, designate a default OTC 

Endpoint, and click Next as shown in Figure 1. The Step 4 of 4: Review the Terminal 

Configuration page appears. 

Under Available OTC Endpoints,

• Select the OTC Endpoint (s) you want to Add by checking the box(es) under 

the Add column, and click Add

Under Configure OTC Endpoint,

• Select a Default OTC Endpoint, required

• Select the OTC Endpoint(s) you want to Delete by checking the box(es) 

under the Remove column, and click Remove, if applicable

Application Tips
Bureau of the Fiscal Service

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OTCnet Printable Job Aid

Figure 1. Step 3 of 4: Update the Configured OTC Endpoints

• The OTC Endpoints are permission based and are only visible to users with the 

appropriate permissions. At least one Default OTC Endpoint is required per 

terminal. While a default is chosen, it does not prevent you from scanning against 

another configured OTC Endpoint.

• Selecting a Default OTC Endpoint determines which OTC Endpoint to use when 

performing Check Scan actions.

• Multiple OTC Endpoints can be selected, but only one can be set as a Default OTC 

Endpoint.

4. Verify the Terminal Configuration is correct and click Submit. Click Edit to modify the 

information entered. A Confirmation page appears stating that the Terminal Configuration 

record has been updated.

• Click Cancel to return to the OTCnet Home Page. No data is saved. 

• Click Previous to return to the previous page.

• Click Return Home to return to the OTCnet Home Page.

Application Tips

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